From the Grovo Library How To Use Expensify


Get your teams expense reports organized in one place. All of your expensify questions answered, in one-minute videos.

Course details

29 Lessons, 28 Quizzes

Tags: Manage Money, Work & Productivity

Expensify for Individuals

Create an account, upload receipts, and import expenses

  • What is Expensify?
  • Create an Account
  • Import Expenses From a Card or Bank
  • Add and Edit Expenses
  • Upload Receipts
  • Scan and Attach Receipts
  • Customize Expense Categories, Tags and Rules
  • Create and Submit Expense Reports
  • Chart Expenses with Analytics
  • Customize Account Settings and Preferences
  • Link Evernote and Expensify Accounts

Expensify for Companies

Set up a company on Expensify to manage expenses

  • What is Expensify and How Does it Help Companies?
  • Expensify Plans
  • Company Setup (Create an Account)
  • Company Setup (Create an Expense Policy)
  • Company Setup (Categories Tags and Report Fields)
  • Company Setup (Add Employees to an Expense Policy)
  • Integrate With QuickBooks
  • Connect with QuickBooks via the Web Connector
  • Connect with QuickBooks Online
  • Approve and Process Reports
  • Set Up Reimbursement Accounts
  • How Do I Use Expensify With my own Domain?
  • How Do I Use Expensify With a Team?
  • Assign Permissions to Employees
  • Where do I Enter my GL Codes?
  • Create a Custom CSV Export for Accounting Packages
  • Reimburse Employees via Payroll
  • Create an ADP Export

Learn how to use Expensify

"No more paper receipts!" That would be Expensify's battle-cry if they had one. Expensify is a cloud-based, all-in-one expense management system. Expensify is a boon to both accounting departments and employees who are filing expense reports.

In these lessons, you'll learn:

  • Expensify for Individuals
  • Expensify for Companies

Expensify Training & Development Courses

Grovo gives you the content, technology, and service you need to get your team up to speed on Expensify. Our learning ecosystem will help you develop your team’s Expensify skills and advance within your organization as a team leader. Watch, learn and test your team’s knowledge with Grovo to make the best of your Expensify training.

Advanced Analytics & Reporting
Our integrated reporting system will ensure your team is constantly developing the essential skills necessary to perform within the Expensify platform. Expensify training through quick 1-minute videos ensure individuals on your team are developing into efficient digital workers. Our reporting system provides:

  • A flexible reporting interface
  • Overview of your team's performance
  • Report cards and detailed spreadsheet reports
  • Customizable email reports

More learning. Less management.

Grovo makes it easy to create, deliver, and measure training learners love.

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